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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.15
Change-$0.33 (-1.61%)
VolumeN/A
CapitalizationN/A
BALFX vs MTRRX Comparison Chart
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BALFX vs. MTRRX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. MTRRX (7.88B). BALFX pays higher dividends than MTRRX: BALFX (2.21) vs MTRRX (2.07). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (21 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.54 vs. MTRRX (5.88). BALFX return over 5 years is better than : 32.57 vs. MTRRX (11.52).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 11.522 | 8.664 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.21 | 2.07 | 107% |
| Returns for 1 year | 12.54 | 5.88 | 213% |
| Returns for 3 years | 11.70 | 1.94 | 604% |
| Returns for 5 years | 32.57 | 11.52 | 283% |
| Returns for 10 years | 46.34 | 30.60 | 151% |
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